Personal Lines Account Manager

Description:

• Sales and Servicing of an existing book of Personal Lines clients
• Maintain accurate up-to-date Client Records on our TAM Broker Management System
• Process all change requests, endorsements, and renewals online with Company Portals
• Account round private passenger automobile and property insurance coverage
• Assess risks, calculate premiums, bind coverage and prepare documentation
• Answer all calls in a timely manner
• Be available to assist with all customer inquiries Personal Line products
• Excellent telephone manner and written skills
• High attention to detail and accuracy with proven time management and organizational skills
• Proficient in the use of Microsoft Outlook/ MS Word/ Compu-Quote, ITV Evaluator
• Ability to multi-task, prioritize, and follow-up on uncompleted tasks in a timely manner
• Minimum 2 years of current Insurance experience required
• CAIB or CIP Designation is an asset
• Level II Alberta General Insurance License is required
• Develop and maintain a positive, professional image with clients and other Alpine team members